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In an internal memo obtained by TechCrunch, Facebook Chief Operating Officer Sheryl Sandberg said, "When I read the story in New York Times last week, I didn't remember a firm called Definers. I asked our team to look into the work Definers did for us and to double-check whether anything had crossed my desk. Some of their work was incorporated into materials presented to me and I received a small number of emails where Definers was referenced. I also want to emphasize that it was never anyone's intention to play into an anti-Semitic narrative against Mr. Soros or anyone else. Being Jewish is a core part of who I am and our company stands firmly against hate. The idea that our work has been interpreted as anti-Semitic is abhorrent to me - and deeply personal."

DA Davidson analyst Mark Kelleher raised his price target on Applied Optoelectronics (AAOI) to $42 and kept his Buy rating after its Q3 results, saying that despite the earnings shortfall, the company remains among the "leading providers of optical networking technology to the datacenter and cable TV markets". The analyst notes that the company had already negatively preannounced Q3 on sales impact from the issue found with a small percentage of its 25G lasers, but that issue had been resolved and shipments to the impacted customer - Facebook (FB) - have resumed.

Canaccord analyst Michael Graham lowered his price target on EverQuote (EVER) to $18 from $23 following in line Q3 results. The company said quote requests declined from the revamp of its ad units in the face of policy changes at Facebook (FB) along with the crowding out from political ads. Management said they see the same circumstances affecting business so far in Q4. Graham maintained his Buy rating on EverQuote shares.

Stifel analyst Scott Devitt said the probability of change at the top of Facebook is low, given that Mark Zuckerberg controls the majority of Facebook voting power, but Devitt believes the "campaign trail to rebuild credibility will be long and difficult" following the recent critical articles in The New York Times and Wall Street Journal. Facebook's board and management could accelerate the credibility rebuild by considering making a or changes at the top, which Devitt thinks would be viewed positively "by the vast majority of constituents." The analyst maintains a Buy rating on Facebook shares.